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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Live Disclosures

Portfolio disclosures for 2026 Q2 are currently underway and will close on August 14th. As of this moment, 3,214 funds (~36%) have disclosed their holdings. The data below updates in real time the instant a fund submits a disclosure to the regulatory authority.

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover
JC
576
Jacobs & Co
California
$1.17B +$153M +15% 27.4% 92.2% 137 11.68%
TPWA
577
TRUE Private Wealth Advisors
Oregon
$1.16B +$110M +10% 23.3% 84% 295 13.9%
OWA
578
Octavia Wealth Advisors
Ohio
$1.16B +$113M +11% 15% 67.9% 258 18.22%
MFA
579
Mayflower Financial Advisors
Massachusetts
$1.16B +$334M +41% 11.3% 68.7% 509 14.54%
LA
580
LVW Advisors
New York
$1.16B +$108M +10% 16.2% 71.5% 500 20.2%
LPAM
581
Lodestar Private Asset Management
California
$1.16B +$143M +14% 13.9% 58.3% 241 7.47%
WB
582
Webster Bank
Connecticut
$1.15B +$96.4M +9% 13.3% 77.5% 766 19.84%
CIG
583
Consolidated Investment Group
Colorado
$1.15B +$229M +25% 39.4% 140% 80 7.5%
TWM
584
Tanager Wealth Management
United Kingdom
$1.15B +$115M +11% 10.7% 48.1% 171 22.81%
MGWM
585
Marks Group Wealth Management
Minnesota
$1.15B +$111M +11% 13.9% 62.8% 372 15.32%
HIC
586
Hartline Investment Corp
Illinois
$1.15B +$239M +26% 39.2% 201% 119 9.24%
DWS
587
Discipline Wealth Solutions
South Carolina
$1.15B +$196M +21% 11.6% 212 16.51%
GG
588
Gleason Group
Kentucky
$1.15B +$136M +13% 13.6% 64% 471 56.05%
VCP
589
Vista Capital Partners
Oregon
$1.14B +$149M +15% 14.6% 61.2% 175 13.71%
MIG
590
McGuire Investment Group
Rhode Island
$1.14B +$256M +29% 43.7% 184% 140 15.71%
PCA
591
Private Capital Advisors
Connecticut
$1.14B +$269M +31% 22% 138% 84 22.62%
HGIM
592
High Ground Investment Management
United Kingdom
$1.14B +$600M +111% 27.5% 25.9% 7 28.57%
TCM
593
Telos Capital Management
California
$1.13B +$90.8M +9% 14.6% 71.1% 206 9.71%
PNAA
594
Pictet North America Advisors
Switzerland
$1.13B +$128M +13% 13.7% 65.9% 162 9.88%
IFWM
595
Institute for Wealth Management
Colorado
$1.13B +$194M +21% 26.7% 137% 1,780 69.21%
B
596
Bensler
Washington
$1.13B +$162M +17% 30.2% 106% 217 19.35%
ST
597
Sentinel Trust
Texas
$1.13B +$123M +12% 12.5% 79.2% 147 15.65%
AAM
598
Azzad Asset Management
Virginia
$1.13B +$140M +14% 22.3% 101% 382 21.47%
BL
599
BFSG LLC
California
$1.13B +$72M +7% 11.7% 81.9% 810 12.59%
PDM
600
Penn Davis McFarland
Texas
$1.12B +$100M +10% 9.88% 86.8% 84 16.67%